Biloxi, MS

Company Name:Bank of America### Job descriptionThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA).PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the most professional and client focused sales,investment, and business management training in the industry. PMD Associateswill build upon their knowledge of these topics throughout the duration of theprogram, while focusing on developing client relationships.With the assistance of mentors and managers, our PMD Associates will learn todevelop a pipeline of affluent clients, identify client needs, developrelationships with existing and prospective clients, review investment goals,prepare investment recommendations that align with client goals, and thebusiness management skills needed to operate an optimal practice model.The Practice Management Development Associate engages in: Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan Planning and managing resources (time, people, budget) to run an optimal practice Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client Establishing and maintaining relationship with the management team and informing them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standardsPursuant to the SAFE Actrequirements, all employees engaged in residential loan mortgage originationsmust register with the federal registry system and remain in goodstanding. If your position requires SAFE Act registration, you will berequired to register and to submit to the required SAFE Act background checkand registration process. Failure to obtain and/or maintain SAFE Actregistration may result in your immediate termination.The Practice ManagementDevelopment Associate receives: A base salary through the full 43 months in the PMD program along with bonus potential. Upon completion of the PMD program, the candidate will be compensated in accordance with the Financial Advisor Incentive Compensation Plan. The strength and name recognition of Merrill Lynch and Bank of America World class investment, sales, and business management training throughout their career Cutting edge Technology and industry leading platform to leverage for success Access to a full array of investment and banking solutions for your clients Mentors and Managers located within your local office to work with you towards your success PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and MentorsThePractice Management Development program is designed for professionals who areready to make a career transition and follow their passion of becoming aFinancial Advisor.### Qualifications _CandidateQualifications_ : _Experience_ Candidatesfor this role will have a history of high achievement demonstrated by a provenrecord of rapid advancement in exceeding goals and outperforming peers. The _ideal candidate_ has applicable sales experience or has worked in aprofessional or entrepreneurial setting. _Success Skills and Attributes_ The_ideal candidate_ will bring to the role a broad network of contacts andrelationships along with the ability to develop a strong sales pipeline throughprospecting, telemarketing and relationship building skills. Othersuccess attributes candidates possess are: Ability to influence people Entrepreneurial and self motivated to succeed Perseverance and resilience Confident and engaging presence Concise, inspiring communication Client focus mentality High professional standards and integrity _Education/Licenses_ The_ideal candidate_ will have at minimum a Bachelors degree. Thefollowing licenses/designations are preferred: Series 7 and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Posting Date: 07/30/2014 Location: US-MS-Biloxi Travel: Yes, 5 % of the Time Full / Part-time: Fulltime Hours Per Week: 37.50 Shift: 1st Shift Job Number: 1400058989

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons
such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money
for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will
bounce and the victim is left responsible.

Geebo Job Alerts

Looking through job listings can take a lot of time, but Geebo can make the search easier. Just sign up for free "job alerts" and we'll email listings that match your interests and location.

First Name

Last Name

Desired Job/Keywords

Example:

Warehouse/Customer Service/Accountant

Location

City
State

Email

We found Accounting Jobs and educational opportunities for you.

Step 1 of 3: Fill out the form below.

First Name:

Last Name:

Email:

Zip:

Phone:

By clicking 'Continue', I declare that I am a U.S resident over 18, I agree to the
Privacy Policy
and Terms of Use,
I provide my consent and signature to have a representative from Career Advisor contact me regarding career and educational opportunities at the email and phone number provided, including wireless, using automated technology, pre-recorded calls and/or text messages, and my consent is not a condition of purchase. In addition, I agree to receive job alerts and special offers by email from you and your trusted partners.

By clicking 'Continue', I consent to be contacted regarding education opportunities at the phone number provided: , using an automated telephone dialing system and/or pre-recorded voice. I may be contacted by Career Advisor. Consent is not required as a condition of using this service.